The Forehand Agency is hiring a Remote Sales Agent to identify customer needs, recommend appropriate solutions, and support account growth through high-quality inbound and outbound interactions. This remote-friendly role offers flexible scheduling, performance-based compensation, structured training, and opportunities for professional advancement within a small, collaborative team.
Key responsibilities
- Handle a high volume of inbound and outbound customer interactions using a consistent customer-experience approach.
- Listen to customers, diagnose needs, perform needs assessments, and recommend tailored life and health insurance solutions aligned with customer goals.
- Use CRM systems to document interactions, manage accounts, and maintain accurate records and workflows.
- Pursue upsell, cross-sell, and retention opportunities to support sales growth and account expansion.
- Aim for first-call resolution by troubleshooting issues, coordinating follow-up, and escalating when appropriate.
- Maintain ongoing client relationships through proactive follow-up and continued support.
- Participate in structured onboarding, ongoing training, and regular coaching to develop sales and product knowledge.
- Collaborate with team members to refine outreach strategies, messaging, and process improvements.
Qualifications
High school diploma or equivalent. College students, recent graduates, interns, and career changers are encouraged to apply.Minimum age 18 and willingness to obtain and maintain a state life and health insurance license.Dependable, coachable, and motivated by incentive-based compensation.Clear and professional verbal and written communication skills with a strong customer-service orientation.Comfortable with basic PC tasks and able to quickly learn contact-center and CRM software.Able to multitask and maintain productivity in a fast-paced, high-volume interaction environment.Previous experience in telesales, inside sales, customer service, or insurance is beneficial but not required; transferable skills and a strong sales aptitude will be considered.Compensation and work structure
Commission-based pay with competitive performance incentives and short-term recognition opportunities.Remote-friendly position with flexible scheduling to support work–life balance.Structured onboarding and ongoing training to accelerate performance and career growth.What success looks like
Consistently meeting or exceeding sales, customer satisfaction, and productivity metrics.Accurate and timely use of CRM and contact-center tools to manage pipelines and document activity.Responsiveness to coaching and demonstrated readiness for increased responsibility through strong performance and leadership behaviors.What we offer
Supportive, collaborative team culture within an agency focused on development and retention.Opportunities for professional development, leadership advancement, and wellness benefits.Flexible schedule options to accommodate diverse needs and lifestyles.